Investment Accounts - Bautista Planning and Analytics, LLC

Webinar: How To Become Tax Efficient With Your Accounts

Learn how required minimum distributions, medicare premiums, and estate taxes can cause someone to pay more in taxes or premiums during retirement. Then learn what are some action steps that someone can do today to minimize their future tax obligations. This webinar is suitable for folks of all ages. *Please do your research or contact […]

How To Choose Between ETFs and Mutual Funds

Before investing in either an ETF or a Mutual Fund, it is best to understand how different investment accounts work. An investment account can store both ETFs and Mutual funds, and the decision for picking an account should be based on tax benefits, access to the funds, and the need for a collateral loan. There […]

Bautista Planning and Analytics, LLC (“BPA”) is a registered investment advisor offering advisory services in the States of Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BPA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BPA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.